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I
InaAwa
October 14, 2024
Question

Estimates custom

  • October 14, 2024
  • 1 reply
  • 0 views

Hello, We have a problem with the description column for the estimates, which is too small. I would like to know if it is possible to enlarge it ?

1 reply

S
ShyMae
October 14, 2024

Hello, Ina. We can remove unnecessary columns or adjust the widths. This will guarantee the estimate descriptions look professional and appealing.
 

The option to directly enlarge the Description column is unavailable. To adjust the widths, let's head to the Custom Form Styles page. Here is the step-by-step guide.
 

  1. Hover over the Gear icon, then click Custom Form Styles. 
  2. Locate your preferred template and press Edit. 
  3. Navigate to the Content tab. Tap the middle part of the form. 
  4. Select Edit Labels and Widths.

 

Refer to the attached screenshot for visual reference.





I have also attached another sample, where I moved the QTY column in the last part.




Once done with this process, open your estimate and choose the template.
 


For future reference, you can convert your estimate to an invoice to save you time from entering the same info twice. QuickBooks will automatically fill in the information and link them both.

I hope these steps help you achieve a better layout for your estimates. Please let me know how everything turns out. 

I
InaAwaAuthor
October 15, 2024

Hello,

 

Thank you for your help. Unfortunately, we still have the same problem. Once we out long text it comes like I showed you in the previous message.

 

Is it the only solution?

 

Thanks again for your help

J
JanbonN
October 15, 2024

Thank you for your efforts in following the steps provided by my colleague, Ina. Let's submit a request to our engineering team.

 

Currently, the steps provided by my colleague is the only way you can customise the width of your estimate's description field in QuickBooks Online (QBO). That said, I recommend sending feedback directly to our product engineers so they can analyze and consider adding this functionality for future updates.

 

To send your request:

 

  1. Go to the Gear icon and select Feedback.
  2. Enter your comments or product suggestions.
  3. Tap Next to submit.

 

Moreover, you can consider exploring third-party applications that provide a way to edit your description field.

 

Additionally, you can run estimates by customer report to get an overview of their status.

 

Please let us know if you have other concerns with your estimates in QBO. We're here to help you in any way we can.

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